Filed October 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $6,317 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,048 | $58,344-81.1% | $98,506-88.8% | $86,821-87.3% |
| Participation rate | 97.5% | 68.4%+29.1pp | 73.3%+24.2pp | 72.3%+25.2pp |
| Annual return | 30.24% | 43.47%-13.2pp | 1494.92%-1464.7pp | 97.94%-67.7pp |
| Employer contribution / active EE | $1,273 | $2,008-36.6% | $2,961-57.0% | $2,406-47.1% |
| Participant deferral / active EE | $1,209 | $3,156-61.7% | $4,277-71.7% | $4,132-70.7% |
| Admin fee / account holder | $11 | $138-92.2% | $5,955-99.8% | $170-93.7% |